HighMark Large Cap Growth Fid
HighMark Funds 445 South Figueroa Street,Third Floor Los Angeles, CA 90071
Map
Phone: 800-433-6884
| Category: | Large Growth | | Fund Family: | HighMark | | Net Assets: | 68.09M | | Year-to-Date Return: | 31.13% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-93 |
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George Rokas
Lead Manager since
29-Dec-06 | | | Rokas joined HighMark Capital Management in 1999. He has more than nine years of investment experience with firms like Montgomery Asset Management and Pacific Capital Management. He holds Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. Current income is incidental. The fund invests primarily in common stocks of large U.S. growth companies. It may invest at least 80% of its assets in large capitalization companies. The fund may invest up to 20% of the Fund?s assets in foreign securities, including ADRs and locally traded securities. The Fund may also invest in other types of securities, including bonds. The managers may invest more than 20% of the Fund?s assets in very short-term debt obligations called money market securities. |
| Last Dividend
(19-Dec-08):
| 0.05 | | Last Cap Gain
(14-Dec-00):
| 2.19 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 112.30% |
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| Expense | HMGRX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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